GRP

Global Retirement Partners Portfolio holdings

AUM $4.47B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,682
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$6.71M
3
+$5.86M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.16M
5
ROUS icon
Hartford Multifactor US Equity ETF
ROUS
+$5.12M

Top Sells

1
+$23.7M
2
+$19.3M
3
+$12.2M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$10.1M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.46M

Sector Composition

1 Technology 10.87%
2 Financials 8.57%
3 Healthcare 3.87%
4 Consumer Discretionary 3.35%
5 Industrials 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3276
$476 ﹤0.01%
25
3277
$473 ﹤0.01%
18
+1
3278
$473 ﹤0.01%
28
3279
$472 ﹤0.01%
9
3280
$469 ﹤0.01%
170
3281
$465 ﹤0.01%
38
-31
3282
$456 ﹤0.01%
76
3283
$448 ﹤0.01%
17,924
3284
$447 ﹤0.01%
210
3285
$447 ﹤0.01%
50
3286
$445 ﹤0.01%
+31
3287
$444 ﹤0.01%
9
-16
3288
$438 ﹤0.01%
201
+1
3289
$436 ﹤0.01%
15
3290
$432 ﹤0.01%
20
3291
$424 ﹤0.01%
490
3292
$423 ﹤0.01%
92
3293
$422 ﹤0.01%
100
3294
$420 ﹤0.01%
3
3295
$418 ﹤0.01%
10
3296
$417 ﹤0.01%
35
3297
$416 ﹤0.01%
9
+1
3298
$415 ﹤0.01%
10
-4
3299
$407 ﹤0.01%
7
-14
3300
$400 ﹤0.01%
10
-72
130 131
132
133 134